Meet Your Advisors
Our team is made of professionals with many combined years of experience helping create solutions for complex wealth needs.

Mary Mai
Senior Vice President - Investment Officer
Senior Financial Advisor

Emmanuel Angelopoulos, CRPC
Managing Director - Investments
Senior Financial Advisor

Daniel L. Weidenhammer
Registered Client Associate
We believe in empowering our clients
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy designed to work for you.